Institutional shares held 26.1 Million
3K calls
800 puts
Total value of holdings $2.92B
$335K calls
$89K puts
# of Institutions 577


Latest Institutional Activity in DSI

Top Purchases

Q4 2024
Ameritas Advisory Services, LLC Shares Held: 191K ($21.3M)
Q4 2024
Fifth Third Wealth Advisors LLC Shares Held: 67.1K ($7.49M)
Q4 2024
Aspiriant, LLC Shares Held: 13.5K ($1.51M)
Q4 2024
One Wealth Capital Management, LLC Shares Held: 6.9K ($770K)
Q4 2024
Finley Financial, LLC Shares Held: 5.29K ($591K)

Top Sells

Q4 2024
Massmutual Trust CO Fsb Shares Held: 15.8K ($1.77M)
Q4 2024
Park Avenue Securities LLC Shares Held: 167K ($18.6M)
Q4 2024
Bremer Bank National Association Shares Held: 5.52K ($617K)
Q4 2024
Diversify Advisory Services, LLC Shares Held: 11.2K ($1.26M)
Q4 2024
Sugarloaf Wealth Management, LLC Shares Held: 72 ($8.04K)

About DSI

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